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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
2351
HF Advisory Group
Maryland
$248K -$2.43K -7 -0.9%
Financial Engines Advisors
2352
Financial Engines Advisors
California
$247K -$7.63K -22 -3%
FEG
2353
Financial Enhancement Group
Indiana
$247K +$7.28K +21 +3%
CRI
2354
Colonial River Investments
Virginia
$246K +$2.08K +6 +0.8%
SIC
2355
Sterling Investment Counsel
New York
$246K
OAS
2356
Optivise Advisory Services
Tennessee
$246K +$256K +739 New
PWA
2357
Physician Wealth Advisors
Utah
$245K
ICM
2358
Intrepid Capital Management
Florida
$244K
CFP
2359
Cascade Financial Partners
California
$243K
WFA
2360
Websterrogers Financial Advisors
South Carolina
$243K
4WM
2361
49 Wealth Management
Texas
$243K +$256K +738 New
ISWM
2362
Independent Solutions Wealth Management
New York
$242K
PSP
2363
Principal Street Partners
Tennessee
$242K -$2.77K -8 -1%
EFG
2364
Ethos Financial Group
Pennsylvania
$242K -$2.77K -8 -1%
FIBT
2365
First International Bank & Trust
North Dakota
$241K
LEA
2366
Legacy Edge Advisors
New York
$241K +$25K +72 +11%
KCFA
2367
Key Client Fiduciary Advisors
New Jersey
$241K +$12.8K +37 +5%
TCOK
2368
Trust Company of Kansas
Kansas
$241K +$8.32K +24 +3%
PFWA
2369
Paces Ferry Wealth Advisors
Georgia
$241K -$1.39K -4 -0.6%
TFP
2370
Tilia Fiduciary Partners
North Carolina
$240K -$347 -1 -0.1%
SOW
2371
State of Wyoming
Wyoming
$239K -$14.6K -42 -6%
WRPWM
2372
Werba Rubin Papier Wealth Management
California
$238K +$40.9K +118 +20%
UIA
2373
Ulland Investment Advisors
Minnesota
$238K
KCM
2374
Kendall Capital Management
Maryland
$238K
RGC
2375
Roberts, Glore & Co
Illinois
$238K